Coordinated Asset Planning Co Inc (Lutherville)

Name: Coordinated Asset Planning Co Inc
Address: 2330 W Joppa Rd, Lutherville, MD, 21093
Telephone: 410-823-7283

Coordinated Asset Planning Co Inc is a large advisory firm based in Lutherville. It manages $54.29 million of regulatory assets for 536 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland and Pennsylvania.

Coordinated Asset Planning provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Coordinated Asset Planning: assets under management

The assets under management (AUM) of Coordinated Asset Planning Co Inc is $54.29 million. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $51.39 million in discretionary accounts and $2.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $98.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $193.27 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Coordinated Asset Planning Co Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lutherville

The principal office where Coordinated Asset Planning Co Inc performs its advisory services is located at 2330 W Joppa Rd, Lutherville, MD 21093, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-823-7283 or by fax 410-823-0605. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.coordinatedassets.com.

Coordinated Asset Planning Co Inc (Lutherville)

Coordinated Asset Planning: assets under management

Fees & Commissions

Based in Lutherville

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